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Nov 7, 2012
11/12
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obama care is here to stay. barbara ryan is founder of barbara ryan advisers and former senior pharmaceutical analyst at deutsche bank. welcome to the program. >> good to be here. >> we've had two near death experiences for obama care. the supreme court decision and then the election and now people will see of course just beyond what it means for youngsters staying on their parents' health care plans. with he get the full rollout in 2014. mandatory health care for everybody. you are a pharmaceutical analyst but more broadly, what does it mean for the industry would you say? >> break it into two parts. services is where implementation of obama care is going to have its most significant effects. the fact that it looks like it's here to stay given the elections last night and obviously the supreme court decision, we see therefore the greatest volatility in the hmos negatively affected over time and hospitals which would be favorably impacted. we see impact on those stocks today. on the product side, i think the imp
obama care is here to stay. barbara ryan is founder of barbara ryan advisers and former senior pharmaceutical analyst at deutsche bank. welcome to the program. >> good to be here. >> we've had two near death experiences for obama care. the supreme court decision and then the election and now people will see of course just beyond what it means for youngsters staying on their parents' health care plans. with he get the full rollout in 2014. mandatory health care for everybody. you are...
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121
Nov 5, 2012
11/12
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you think obama is going to win. explain. >> i know i have disagreements here. >> there's a lot going on in there. do you even have room in there to pick electoral votes of states. >> i have room to talk about the greatest rookie ever in my fantasy league. total vacuum. i feel all of the -- this is my rap. i say swing states all go for obama and that the horse race is made up of people who are not necessarily polled correctly and i think these states are obama states. i'm just saying if it's a swing state, it goes to obama. >> others would say independents skew toward the challenger. some polls may not reflect enthusiasm. >> so happy when we're no lodngr talking about this. god. sorry. >> i'll talk storm then. >> let's talk about netflix poison pill they just put in. that's big. >> that's a great story. >> of course they got that saying we're going to protect shareholders. make sure everybody is okay. >> you can't firebomb that. i'm willing to firebomb the election as a way to -- i really do believe that the swing st
you think obama is going to win. explain. >> i know i have disagreements here. >> there's a lot going on in there. do you even have room in there to pick electoral votes of states. >> i have room to talk about the greatest rookie ever in my fantasy league. total vacuum. i feel all of the -- this is my rap. i say swing states all go for obama and that the horse race is made up of people who are not necessarily polled correctly and i think these states are obama states. i'm just...
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140
Nov 12, 2012
11/12
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my concern is that obama is beginning to grandstand. if you look at who he's meeting with, it looks like he might be preparing for a huge fight for his legacy, which actually might push us further back than a lot of people have bargained for. >> what you'll see with obama meeting with progressive groups and business leaders, he doesn't want any constituent group out there to feel like they were left aside. he's got to do that prudently before they get to the point where they actually cut a deal. what you saw last week from speaker boehner was a signal that he's willing to raise revenue and he's willing to go back to those negotiations that broke off last year between himself and the president of the united states and come to some kind of deal. the trick is we don't know exactly why those negotiations broke up. the republicans say one thing. democrats say another. who is right? we don't know. we weren't in that room. they were very close last year. if they can go back and get that done and both sides can agree, they might be able to do i
my concern is that obama is beginning to grandstand. if you look at who he's meeting with, it looks like he might be preparing for a huge fight for his legacy, which actually might push us further back than a lot of people have bargained for. >> what you'll see with obama meeting with progressive groups and business leaders, he doesn't want any constituent group out there to feel like they were left aside. he's got to do that prudently before they get to the point where they actually cut...
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Nov 21, 2012
11/12
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president obama wasn't interested in a deal because he didn't have much leverage. that meant any deal would favor the republicans and alienate his core constituencies. you fast forward to now, look, all negotiations go through ups and downs, but the bottom line is that both sides need a deal. if the republicans push us off the fiscal cliff, they will be blamed for the subsequent recession and they'll pay the price in 2014. president obama also needs a deal because history doesn't remember who the speaker of the house was during a period of weak economic growth. the president gets the credit or the blame. he's going to be written about for 300 years and he does not want to preside over eight years of the weakest growth in u.s. history. so, he needs a deal so that the next four years are better than the last four years. >> we'll see. obviously, still the opening days of this process. charlie, the fed chairman in new york yesterday referring to these talks, reiterating how important it is they get done. he coined the term, fiscal cliff, "the washington post" today say
president obama wasn't interested in a deal because he didn't have much leverage. that meant any deal would favor the republicans and alienate his core constituencies. you fast forward to now, look, all negotiations go through ups and downs, but the bottom line is that both sides need a deal. if the republicans push us off the fiscal cliff, they will be blamed for the subsequent recession and they'll pay the price in 2014. president obama also needs a deal because history doesn't remember who...
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173
Nov 26, 2012
11/12
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the not well capitalized person is afraid of obama care because headlines have been not they are afraid of what the health care bill will look like. what is my health care going to look like next year. i don't know. what is my employees' health care going to look like? i don't know. they will wait to hire. well capitalized people say i'll make ten investments. a couple home runs. >> you hope. >> a lot of business have failed and it's painful. >> taxes are not top of mind. they're not top of mind. >> always been my experience at least in talking to those people. >> it's a washington thing to talk about that. i just don't think they start a lot of businesses. governor norquist was in my class at college. governor norquist stands for -- you can argue longer term he's just a complete libertarian who wants the government to be nil. he doesn't want a government. that's libertarian. not a republican for heaven sake. not a traditional republican. lincoln who came up with the idea of having higher rates for richer people because he said they benefit from the country. he seems like just a radical
the not well capitalized person is afraid of obama care because headlines have been not they are afraid of what the health care bill will look like. what is my health care going to look like next year. i don't know. what is my employees' health care going to look like? i don't know. they will wait to hire. well capitalized people say i'll make ten investments. a couple home runs. >> you hope. >> a lot of business have failed and it's painful. >> taxes are not top of mind....